We want to be considerate of your time. We work best with people who are looking for ongoing wealth management (financial planning and investment management). We don’t do one-time plans or hourly work.
Because of the complexity and detail of the work we do, we are only able to serve clients who have at least $500,000 in investable assets. We are paid a small percentage of the investments that we manage, and that covers our fee for all planning and investment work.
If this sounds like it might be a good fit for what you are looking for, please answer a few questions below, and we’ll connect you with our calendar so you can select a time to talk. It will only take a minute or two.